ADVISORTRUST PARTNERS, LLC
RALEIGH NC · SEC CIK 0002115523
$2.40亿2026Q1 申报市值
255持仓数
43.8%前十大占比 · 第一大 6.2%
112 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PDBC 新建仓+$1,244.82万
IYZ 新建仓+$1,232.20万
EEM 新建仓+$1,104.53万
SHV 加仓+$207.42万
WMT 加仓+$140.23万
2026Q1 卖出最多 按季末市值估算
IYW 清仓-$1,222.40万
IYC 清仓-$1,098.04万
IYF 减仓-$1,042.81万
TSM 减仓-$272.93万
AVGO 减仓-$205.98万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $0 | 0.00% | 0 | -61,218 | -100.0% | -$1,222.40万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -106,471 | -100.0% | -$1,098.04万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,419 | -100.0% | -$62.33万 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,967 | -100.0% | -$60.79万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,976 | -100.0% | -$60.58万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,312 | -100.0% | -$35.64万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -991 | -100.0% | -$33.36万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,478 | -100.0% | -$27.17万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -797 | -100.0% | -$26.49万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHM | SCHWAB STRATEGIC TR | $962 | 0.00% | 31 | 31 | — | $962 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,880 | 0.00% | 60 | 60 | — | $1,880 | 新建仓 |
| TLT | ISHARES TR | $3,121 | 0.00% | 36 | 36 | — | $3,121 | 新建仓 |
| TLH | ISHARES TR | $3,122 | 0.00% | 31 | 31 | — | $3,122 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $4,926 | 0.00% | 106 | 106 | — | $4,926 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $5,013 | 0.00% | 53 | 53 | — | $5,013 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5,126 | 0.00% | 90 | 90 | — | $5,126 | 新建仓 |
| IWD | ISHARES TR | $6,196 | 0.00% | 29 | 29 | — | $6,196 | 新建仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $6,343 | 0.00% | 251 | 251 | — | $6,343 | 新建仓 |
| IEF | ISHARES TR | $6,872 | 0.00% | 72 | 72 | — | $6,872 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $7,936 | 0.00% | 235 | 235 | — | $7,936 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $8,617 | 0.00% | 78 | 78 | — | $8,617 | 新建仓 |
| IWS | ISHARES TR | $8,744 | 0.00% | 60 | 60 | — | $8,744 | 新建仓 |
| GARP | ISHARES TR | $9,276 | 0.00% | 145 | 145 | — | $9,276 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $9,589 | 0.00% | 119 | 119 | — | $9,589 | 新建仓 |
| XBI | SPDR SERIES TRUST | $1.09万 | 0.00% | 85 | 85 | — | $1.09万 | 新建仓 |
| AGZ | ISHARES TR | $1.14万 | 0.00% | 104 | 104 | — | $1.14万 | 新建仓 |
| IOO | ISHARES TR | $1.15万 | 0.00% | 95 | 95 | — | $1.15万 | 新建仓 |
| — | CUE BIOPHARMA INC | $1.15万 | 0.00% | 50,000 | 50,000 | — | $1.15万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.15万 | 0.00% | 331 | 331 | — | $1.15万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.21万 | 0.01% | 436 | 436 | — | $1.21万 | 新建仓 |
| IBB | ISHARES TR | $1.33万 | 0.01% | 79 | 79 | — | $1.33万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $1.37万 | 0.01% | 70 | 70 | — | $1.37万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1.39万 | 0.01% | 53 | 53 | — | $1.39万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.40万 | 0.01% | 150 | 150 | — | $1.40万 | 新建仓 |
| IUSV | ISHARES TR | $1.54万 | 0.01% | 151 | 151 | — | $1.54万 | 新建仓 |
| IJH | ISHARES TR | $1.55万 | 0.01% | 230 | 230 | — | $1.55万 | 新建仓 |
| IBND | SPDR SERIES TRUST | $1.57万 | 0.01% | 504 | 504 | — | $1.57万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $1.62万 | 0.01% | 787 | 787 | — | $1.62万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1.64万 | 0.01% | 185 | 185 | — | $1.64万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $1.74万 | 0.01% | 80 | 80 | — | $1.74万 | 新建仓 |
| ITA | ISHARES TR | $1.84万 | 0.01% | 84 | 84 | — | $1.84万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.51万 | 0.01% | 861 | 861 | — | $2.51万 | 新建仓 |
| IGV | ISHARES TR | $2.55万 | 0.01% | 318 | 318 | — | $2.55万 | 新建仓 |
| AOM | ISHARES TR | $2.61万 | 0.01% | 550 | 550 | — | $2.61万 | 新建仓 |
| IGIB | ISHARES TR | $2.63万 | 0.01% | 494 | 494 | — | $2.63万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2.67万 | 0.01% | 1,016 | 1,016 | — | $2.67万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $2.87万 | 0.01% | 95 | 95 | — | $2.87万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $2.93万 | 0.01% | 518 | 518 | — | $2.93万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $3.11万 | 0.01% | 151 | 151 | — | $3.11万 | 新建仓 |
| ACWI | ISHARES TR | $3.17万 | 0.01% | 229 | 229 | — | $3.17万 | 新建仓 |
| EMB | ISHARES TR | $3.23万 | 0.01% | 344 | 344 | — | $3.23万 | 新建仓 |
| HYG | ISHARES TR | $3.53万 | 0.01% | 443 | 443 | — | $3.53万 | 新建仓 |
| IJJ | ISHARES TR | $3.55万 | 0.01% | 268 | 268 | — | $3.55万 | 新建仓 |
| IJS | ISHARES TR | $3.58万 | 0.01% | 302 | 302 | — | $3.58万 | 新建仓 |
| IYF | ISHARES TR | $3.61万 | 0.02% | 307 | -88,628 | -99.7% | -$1,042.81万 | 减仓 |
| ABEV | AMBEV SA | $3.92万 | 0.02% | 13,418 | -4,031 | -23.1% | -$1.18万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $4.15万 | 0.02% | 961 | 961 | — | $4.15万 | 新建仓 |
| IGSB | ISHARES TR | $5.04万 | 0.02% | 959 | 959 | — | $5.04万 | 新建仓 |
| IJR | ISHARES TR | $5.07万 | 0.02% | 408 | 408 | — | $5.07万 | 新建仓 |
| IVV | ISHARES TR | $5.17万 | 0.02% | 79 | 79 | — | $5.17万 | 新建仓 |
| XME | SPDR SERIES TRUST | $5.19万 | 0.02% | 480 | 480 | — | $5.19万 | 新建仓 |
| IJT | ISHARES TR | $5.33万 | 0.02% | 368 | 368 | — | $5.33万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $5.66万 | 0.02% | 1,312 | 1,312 | — | $5.66万 | 新建仓 |
| IJK | ISHARES TR | $5.67万 | 0.02% | 564 | 564 | — | $5.67万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $5.80万 | 0.02% | 1,903 | 1,903 | — | $5.80万 | 新建仓 |
| IYR | ISHARES TR | $5.88万 | 0.02% | 622 | 622 | — | $5.88万 | 新建仓 |
| — | ADVISORSHARES TR | $5.95万 | 0.02% | 729 | 729 | — | $5.95万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $6.26万 | 0.03% | 1,057 | 1,057 | — | $6.26万 | 新建仓 |
| EFA | ISHARES TR | $6.85万 | 0.03% | 705 | 705 | — | $6.85万 | 新建仓 |
| SHY | ISHARES TR | $7.26万 | 0.03% | 879 | 879 | — | $7.26万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $7.42万 | 0.03% | 3,974 | 3,974 | — | $7.42万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $7.42万 | 0.03% | 3,635 | 3,635 | — | $7.42万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $7.44万 | 0.03% | 259 | 259 | — | $7.44万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $7.44万 | 0.03% | 3,791 | 3,791 | — | $7.44万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $7.84万 | 0.03% | 1,125 | 1,125 | — | $7.84万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $9.00万 | 0.04% | 919 | 919 | — | $9.00万 | 新建仓 |
| IWV | ISHARES TR | $9.36万 | 0.04% | 252 | 252 | — | $9.36万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $9.74万 | 0.04% | 163 | 163 | — | $9.74万 | 新建仓 |
| PMBS | PIMCO ETF TR | $10.13万 | 0.04% | 2,042 | 2,042 | — | $10.13万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $10.21万 | 0.04% | 846 | 846 | — | $10.21万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $11.73万 | 0.05% | 2,510 | 2,510 | — | $11.73万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $12.10万 | 0.05% | 2,473 | 2,473 | — | $12.10万 | 新建仓 |
| EFG | ISHARES TR | $12.24万 | 0.05% | 1,099 | 1,099 | — | $12.24万 | 新建仓 |
| FDG | AMERICAN CENTY ETF TR | $13.50万 | 0.06% | 1,184 | 1,184 | — | $13.50万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $14.29万 | 0.06% | 478 | -1,938 | -80.2% | -$57.92万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $14.48万 | 0.06% | 1,707 | 1,707 | — | $14.48万 | 新建仓 |
| DVY | ISHARES TR | $17.11万 | 0.07% | 1,130 | 1,130 | — | $17.11万 | 新建仓 |
| — | ADVISORSHARES TR | $17.50万 | 0.07% | 4,078 | 4,078 | — | $17.50万 | 新建仓 |
| CORP | PIMCO ETF TR | $18.91万 | 0.08% | 1,953 | 1,953 | — | $18.91万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $19.35万 | 0.08% | 4,439 | 4,439 | — | $19.35万 | 新建仓 |
| TMUS | T-MOBILE US INC | $20.27万 | 0.08% | 965 | 965 | — | $20.27万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $20.28万 | 0.08% | 552 | 552 | — | $20.28万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.56万 | 0.09% | 429 | -17 | -3.8% | -$8,146 | 减仓 |
| MCK | MCKESSON CORP | $21.11万 | 0.09% | 244 | 244 | — | $21.11万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $21.44万 | 0.09% | 8,820 | 890 | 11.2% | $2.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $21.51万 | 0.09% | 2,316 | 2,316 | — | $21.51万 | 新建仓 |